Since 1987, Douglas Velnoskey, CFP® has served as a financial advisor for affluent individuals, their families, their businesses as well as several non-profit organizations in Maryland, and across the United States. Doug is the managing partner of the Velnoskey Wealth Management Group, which includes Bryan Carney, CFP®, CRPS® and Coleen Kramer Beal, AWMA®, CLTC®.
The Velnoskey Wealth Management Group is the evolution of our team’s tireless focus and dedication to holistic wealth management; which includes a balanced and thoughtful approach to financial planning, asset management and insurance services. Our vision is to meaningfully enhance the lives and legacies of our clients with trusted, personalized planning and advice through multi-generational relationships. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.